Apple’s real iPad problems are the iPhone and Mac

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Obsession

Apple’s iPad business, long thought to be the future of the company, isn’t acting like it. In the company’s June quarter, reported today, iPad sales declined on a year-on-year basis for the second quarter in a row. That’s a big change from a couple of years ago, when iPad shipments were more than doubling.

Why? Here are some good observations from Apple’s earnings report and call.